Company
and portfolio analysis
We begin by understanding the company’s business model,
the size of its portfolio, the types of buildings it manages and the
main challenges relating to insurance.
For companies specialising in property management.
Simpler management. A partnership where you stand to gain too.
Exato Seguros works in partnership with property management companies, providing specialist technical support, solutions tailored to each building and support throughout the entire process. A partnership that delivers benefits for both sides.
Managing blocks of flats is demanding. Insurance doesn’t have to be complicated.
Each housing estate has different characteristics, needs and levels of risk.
Between analysing policies, ensuring that sum insureds are appropriate, comparing coverage, gathering documentation and following up on any claims, insurance management can represent a significant operational burden.
A SINGLE PARTNERSHIP TO SUPPORT THE MANAGEMENT OF INSURANCE
ACROSS THE ENTIRE PORTFOLIO OF FLAT BLOCKS.
How does the collaboration agreement work?
The protocol is tailored to the size, needs and operating model of each management company.We analyse each
situation
Technical framework for insurance
We assist with the review of existing policies, insured sums, coverage, exclusions, excesses and the specific requirements of each block of flats.We offer
solutions
Tailored proposals and special terms
We assess the market and present solutions tailored to the profile of each block of flats, with terms and conditions in line with the collaboration agreement.We oversee
the recruitment process
Documentary and operational support
We assist with the review of existing policies, insured sums, coverage, exclusions, excesses and the specific requirements of each block of flats.We remain
present
Policy management and claims handling
We monitor the portfolio over time, providing support for contractual amendments, reviews, renewals and claims processes.A partnership designed to simplify your operations
Benefit 1
Specialist consultant
A dedicated point of contact to centralise enquiries, answer questions and monitor processes.Benefit 4
Greater agility
Streamlining communication, information gathering, requests for quotations and document tracking.Benefit 2
Technical support
Analysis of the requirements, cover, sums insured, exclusions and terms and conditions of the various proposals.Benefit 5
Claims management
Support with participation, organisation of documentation and monitoring the progress of the process in conjunction with the relevant bodies.Benefit 3
Differentiated conditions
Access to solutions and terms and conditions set out in the protocol agreed with the management company.Benefit 6
Integrated view of the portfolio
More structured monitoring of the insurance policies associated with the various blocks of flats managed by the company.A partnership built on close collaboration and technical expertise. Would you like to simplify the management of your block of flats’ insurance?
Get in touch with the Exato Seguros team to find out about the terms of the partnership agreement for property management companies
Companies
Legal Disclaimer
Exato - Consultoria & Mediação de Seguros, Lda. (“Exato Seguros”), with registered office at Rua do Proletariado, n.º 2-A, 2791-563, Carnaxide, registered at the Commercial Registry Office under the single registration and legal person number 514960558, telephone number: +351212461157, contact email address geral@exatoseguros.pt and with the following web address: www.exatoseguros.pt. Exato Seguros has been registered with ASF - Autoridade de Supervisão de Seguros e Fundos de Pensões (the entity responsible for supervising the activity) since 14/12/2018, under the category of Insurance Agent, under no. 418467900, with authorisation to carry out the activity of insurance distribution in the Life and Non-Life Branches, information that can be verified and confirmed at www.asf.com.pt .Exato Seguros is authorised to receive premiums for delivery to the insurance company and, in general, is authorised to take out insurance in the name and on behalf of insurance companies, but it never proposes or assumes risk cover in its own name, which is the exclusive competence of insurance companies under the terms of the applicable legislation. It does not dispense with consulting the legally required pre-contractual and contractual information.
Portuguese 
English